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FC Advisory’s iShares Floating Rate Bond ETF FLOT Stock Holding History

FC Advisory’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.03M Buy
176,878
+11,454
+7% +$584K 2.37% 12
2026
Q2 		$8.44M Buy
165,424
+5,681
+4% +$289K 2.24% 14
2026
Q1 		$8.14M Buy
159,743
+5,394
+3% +$275K 2.38% 13
2025
Q4 		$7.85M Buy
154,349
+5,926
+4% +$302K 2.26% 14
2025
Q3 		$7.58M Buy
148,423
+3,014
+2% +$154K 2.22% 15
2025
Q2 		$7.42M Buy
145,409
+26,682
+22% +$1.36M 2.29% 14
2025
Q1 		$6.06M Buy
+118,727
New +$6.05M 2.05% 15

Other funds holding FLOT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
VWM
Vertrix Wealth Management Troy, Michigan $292M AUM
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

FC Advisory's FLOT Position: Q3 2026 in Review

FC Advisory increased its iShares Floating Rate Bond ETF (FLOT) stake by 6.9% in Q3 2026, buying an estimated $584K and bringing the position to 176,878 shares worth $9.03M. The position accounts for 2.37% of the portfolio, ranked #12.

FC Advisory first reported a position in FLOT in Q1 2025 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold FLOT as of Q3 2026.

  • FC Advisory held 176,878 shares of iShares Floating Rate Bond ETF worth $9.03M as of Q3 2026.
  • FC Advisory bought 11,454 iShares Floating Rate Bond ETF shares in Q3 2026, an estimated $584K.
  • iShares Floating Rate Bond ETF made up 2.37% of FC Advisory's portfolio in Q3 2026, its #12 holding.
  • FC Advisory first reported a position in iShares Floating Rate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.